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How can I add a category (chart of accounts)

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QuickBooks Team

Re: How can I add a category (chart of accounts)

Hi, @Anonymous.


Thanks for taking the time to reach out to the QuickBooks Community. Let me help share some insights about the Chart Of Accounts.


QuickBooks Self-Employed (QBSE) is specifically designed to track business income and expenses to help estimate taxes and file the Schedule C form at year end, and it doesn't have a chart of accounts. 


What you can do is connect your bank account with QBSE. Once connected, your transactions will be downloaded automatically. You can review and categorized according to the Schedule C categories available in the system. 


For additional reference, you can check these articles:

On the other hand, if you’re using QuickBooks Online (QBO) version, here’s how you can add a category on the Chart of Accounts:

  1. Click Accounting on the left panel.
  2. Click the New button at the top right.
  3. Select the Category Type
  4. Select the Detail Type (see the description below to help you select the right type).
  5. Enter the Name.
  6. Description is optional.
  7. Click Save and Close.

That should do it! Please know that I'm just a post away if you have additional questions about adding a category. Wishing you and you business continued success. 

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